Vault-13

AMERICAN CENTY ETF TR AVXC

AVANTIS EMERGING · ETP · CUSIP 02507A101

73 institutional holders +9 vs Q1 2026
4,133,7794.1m shares reported held*
$353.1mreported value*
15 new 24 added 21 reduced 4 sold out net bought ≈ $27.6m (+324.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $85.42.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q1 24: 2Q2 24: 11Q3 24: 19Q4 24: 21Q1 25: 30Q2 25: 43Q3 25: 43Q4 25: 54Q1 26: 64Q2 26: 7373Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20242
Q2 202411
Q3 202419
Q4 202421
Q1 202530
Q2 202543
Q3 202543
Q4 202554
Q1 202664
Q2 202673

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 11 bought or addedQ3 24: 2 cut or sold outQ4 24: 9 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 9 cut or sold outQ2 25: 27 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 20 bought or addedQ3 25: 16 cut or sold outQ4 25: 26 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 28 bought or addedQ1 26: 24 cut or sold outQ2 26: 39 bought or addedQ2 26: 25 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024112
Q4 2024910
Q1 2025189
Q2 20252711
Q3 20252016
Q4 20252614
Q1 20262824
Q2 20263925

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +159,607+159.6k
OLD MISSION CAPITAL LLC New +122,188+122.2k
AE Wealth Management LLC Added +94,131+94.1k
Prosperity Financial Group, Inc. New +43,740+43.7k
Pacific Sage Partners, LLC Added +43,633+43.6k
Providence Financial Advisors, LLC Added +35,734+35.7k
CWS Financial Advisors, LLC Added +25,276+25.3k
Networth Advisors, LLC Added +23,240+23.2k
Concurrent Investment Advisors, LLC New +12,845+12.8k
JANE STREET GROUP, LLC Added +12,284+12.3k

Biggest sellers

CITADEL ADVISORS LLC Reduced -137,890-137.9k
TOUNJIAN ADVISORY PARTNERS, LLC Sold out -75,124-75.1k
MERCER GLOBAL ADVISORS INC /ADV Reduced -31,757-31.8k
Quantum Financial Advisors, LLC Sold out -16,503-16.5k
Vestment Financial LLC Reduced -6,679-6.7k
Wealthcare Advisory Partners LLC Reduced -5,350-5.3k
Trajan Wealth LLC Reduced -4,776-4.8k
Avior Wealth Management, LLC Reduced -4,436-4.4k
Fortitude Family Office, LLC Reduced -3,096-3.1k
JPMORGAN CHASE & CO Reduced -3,047-3.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.57% of their portfolio TOPEKA, KS 1,434,1841.4m $122.8m $122.8m 0.57% Added +94.1k +94,131
2 Clearwater Capital Advisors, LLC 2.98% of their portfolio HOFFMAN ESTATES, IL 474,084474.1k $40.6m $40.6m 2.98% Added +9.3k +9,318
3 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 314,509314.5k $26.9m $26.9m 0.03% Reduced -31.8k -31,757
4 Vestment Financial LLC 7.97% of their portfolio CHANHASSEN, MN 214,854214.9k $17.8m $17.8m 7.97% Reduced -6.7k -6,679
5 Trajan Wealth LLC 0.65% of their portfolio SCOTTSDALE, AZ 201,427201.4k $17.3m $17.3m 0.65% Reduced -4.8k -4,776
6 Pacific Sage Partners, LLC 2.33% of their portfolio EDMONDS, WA 191,056191.1k $16.4m $16.4m 2.33% Added +43.6k +43,633
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 186,588186.6k $16.0m $16.0m 0.01% Added +159.6k +159,607
8 Wealthcare Advisory Partners LLC 0.21% of their portfolio WEST CHESTER, PA 128,604128.6k $11.0m $11.0m 0.21% Reduced -5.3k -5,350
9 OLD MISSION CAPITAL LLC 0.27% of their portfolio CHICAGO, IL 122,188122.2k $10.5m $10.5m 0.27% New
10 Providence Financial Advisors, LLC 3.34% of their portfolio Overland Park, KS 68,54768.5k $5.9m $5.9m 3.34% Added +35.7k +35,734
11 Mach-1 Financial Group, LLC 2.22% of their portfolio Rogers, AR 66,97267.0k $5.7m $5.7m 2.22% Added +4.0k +3,968
12 Avior Wealth Management, LLC 0.15% of their portfolio OMAHA, NE 65,56465.6k $5.6m $5.6m 0.15% Reduced -4.4k -4,436
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 61,30461.3k $5.3m $5.3m 0.00% Added +11.5k +11,475
14 Networth Advisors, LLC 2.90% of their portfolio CANONSBURG, PA 58,19158.2k $5.0m $5.0m 2.90% Added +23.2k +23,240
15 Ridgeline Wealth, LLC 2.89% of their portfolio MESA, AZ 57,66557.7k $4.9m $4.9m 2.89% Reduced -779 -779
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 54,46554.5k $4.7m $4.7m 0.00% Added +12.3k +12,284
17 CWS Financial Advisors, LLC 0.97% of their portfolio KALAMAZOO, MI 50,88550.9k $4.4m $4.4m 0.97% Added +25.3k +25,276
18 Prosperity Financial Group, Inc. 1.16% of their portfolio San Ramon, CA 43,74043.7k $3.7m $3.7m 1.16% New
19 PCG Wealth Advisors, LLC 0.74% of their portfolio OVERLAND PARK, KS 38,81138.8k $3.3m $3.3m 0.74% Added +455 +455
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 38,69738.7k $3.3m $3.3m 0.00% Reduced -3.0k -3,047
21 Madrid Wealth Management, LLC 1.82% of their portfolio ALBUQUERQUE, NM 32,31332.3k $2.8m $2.8m 1.82% Added +851 +851
22 Fortitude Family Office, LLC 0.46% of their portfolio SCOTTSDALE, AZ 27,66427.7k $2.4m $2.4m 0.46% Reduced -3.1k -3,096
23 Retirement Planning Group, LLC 0.05% of their portfolio LEAWOOD, KS 24,18224.2k $2.1m $2.1m 0.05% Unchanged
24 Corus Family Wealth Advisors 1.09% of their portfolio MCKINNEY, TX 18,46218.5k $1.6m $1.6m 1.09% Added +591 +591
25 Cauble & Harre Wealth Management, Inc. 0.99% of their portfolio SAINT LOUIS, MO 14,48114.5k $1.2m $1.2m 0.99% Added +1.9k +1,916
26 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 13,01513.0k $1.1m $1.1m 0.04% Reduced -2.7k -2,711
27 Fortis Capital Advisors, LLC 0.13% of their portfolio PRAIRIE VILLAGE, KS 13,01513.0k $1.1m $1.1m 0.13% Reduced -2.7k -2,711
28 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 12,84512.8k $1.1m $1.1m 0.01% New
29 Prudent Man Investment Management, Inc. 0.22% of their portfolio LOUISVILLE, CO 10,08610.1k $643.2k $643.2k 0.22% Unchanged
30 Tyche Wealth Partners LLC 0.10% of their portfolio PLANO, TX 8,6978.7k $744.9k $744.9k 0.10% Reduced -2.1k -2,113
31 Applied Capital LLC 0.21% of their portfolio LITTLE ROCK, AR 7,6877.7k $658.4k $658.4k 0.21% Reduced -1.5k -1,486
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,8396.8k $585.7k $585.7k 0.00% Reduced -137.9k -137,890
33 Rialto Wealth Management, LLC 0.10% of their portfolio SYRACUSE, NY 5,9375.9k $508.5k $508.5k 0.10% New
34 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 5,8335.8k $475.2k $475.2k 0.01% Unchanged
35 Verus Financial Partners, Inc. 0.04% of their portfolio RICHMOND, VA 5,6515.7k $484.0k $484.0k 0.04% Unchanged
36 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 5,0785.1k $434.9k $434.9k 0.02% Reduced -4 -4
37 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio HILLSDALE, NY 4,9745.0k $426.0k $426.0k 0.13% Unchanged
38 Global Strategic Investment Solutions, LLC 0.04% of their portfolio Scottsdale, AZ 4,9575.0k $424.5k $424.5k 0.04% Reduced -811 -811
39 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 4,8554.9k $415.8k $415.8k 0.02% Unchanged
40 Beta Wealth Group, Inc. 0.15% of their portfolio SAN DIEGO, CA 4,6454.6k $397.8k $397.8k 0.15% Added +11 +11
41 Centennial Wealth Advisory LLC 0.08% of their portfolio Traverse City, MI 4,5054.5k $385.9k $385.9k 0.08% Reduced -987 -987
42 Key Capital Management, INC 0.19% of their portfolio HENDERSONVILLE, TN 37075, TN 4,3354.3k $371.3k $371.3k 0.19% New
43 Avantax Planning Partners, Inc. 0.01% of their portfolio DUBUQUE, IA 4,2374.2k $362.9k $362.9k 0.01% Added +233 +233
44 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 4,2304.2k $362.3k $362.3k 0.00% Added +643 +643
45 BSW Wealth Partners 0.04% of their portfolio BOULDER, CO 4,1754.2k $357.6k $357.6k 0.04% Reduced -25 -25
46 Plancorp, LLC 0.01% of their portfolio SAINT LOUIS, MO 4,0754.1k $326.1k $326.1k 0.01% Unchanged
47 Advyzon Investment Management, LLC 0.02% of their portfolio LISLE, IL 3,8333.8k $328.3k $328.3k 0.02% Reduced -172 -172
48 FSA Advisors, Inc. 0.15% of their portfolio TROY, MI 3,7623.8k $322.2k $322.2k 0.15% New
49 MONTAG A & ASSOCIATES INC 0.01% of their portfolio ATLANTA, GA 3,2353.2k $277.1k $277.1k 0.01% Reduced -75 -75
50 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 3,0813.1k $264.0k $264.0k 0.01% Unchanged
51 RMR Wealth Builders 0.02% of their portfolio Montclair, NJ 2,9312.9k $251.0k $251.0k 0.02% New
52 JFS WEALTH ADVISORS, LLC 0.01% of their portfolio HERMITAGE, PA 2,8362.8k $242.9k $242.9k 0.01% New
53 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 2,5432.5k $217.8k $217.8k 0.01% Reduced -206 -206
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,8901.9k $161.9k $161.9k 0.00% Added +939 +939
55 Lloyd Advisory Services, LLC. 0.06% of their portfolio SUWANEE, GA 1,7911.8k $153.4k $153.4k 0.06% Added +1.6k +1,612
56 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1141.1k $95.4k $95.4k 0.00% New
57 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 698698 $59.8k $59.8k 0.00% Added +4 +4
58 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 600600 $51.4k $51.4k 0.00% Added +20 +20
59 EASTERN BANK 0.00% of their portfolio BOSTON, MA 302302 $25.9k $25.9k 0.00% Added +9 +9
60 Kingdom Financial Group LLC. 0.01% of their portfolio PEORIA, AZ 272272 $23.3k $23.3k 0.01% Added +93 +93
61 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 253253 $21.7k $21.7k 0.00% Unchanged
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 240240 $20.6k $20.6k 0.00% New
63 JDM Financial Group LLC 0.01% of their portfolio AUSTIN, TX 202202 $17.3k $17.3k 0.01% Unchanged
64 CVA Family Office, LLC 0.00% of their portfolio DENVER, CO 200200 $17.1k $17.1k 0.00% Unchanged
65 FMR LLC 0.00% of their portfolio BOSTON, MA 173173 $14.8k $14.8k 0.00% Reduced -467 -467
66 UBS Group AG 0.00% of their portfolio ZURICH, V8 157157 $13.4k $13.4k 0.00% New
67 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8181 $6.9k $6.9k 0.00% New
68 Kings Path Partners LLC 0.00% of their portfolio SUGAR LAND, TX 7272 $6.2k $6.2k 0.00% Added +2 +2
69 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3535 $3.0k $3.0k 0.00% Unchanged
70 Signature Resources Capital Management, LLC 0.00% of their portfolio NEWPORT BEACH, CA 2929 $2.5k $2.5k 0.00% Unchanged
71 Quest 10 Wealth Builders, Inc. 0.00% of their portfolio Fuquay-Varina, VA 1818 $1.5k $1.5k 0.00% New
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1313 $1.1k $1.1k 0.00% New
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44 $0 $0 0.00% New